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GAGEX Guinness Atkinson Global Energy Forecast, Technical & Fundamental Analysis

Category Energy
A.I.Advisor
published Highlights

Notable companies

The most notable companies in this group are Exxon Mobil Corp (null:XOM), Chevron Corp (null:CVX), ConocoPhillips (null:COP), Canadian Natural Resources Limited (null:CNQ), Valero Energy Corp (null:VLO), Diamondback Energy (null:FANG).

Industry description

The investment seeks long-term capital appreciation. The fund invests at least 80% of its net assets (plus any borrowings for investment purposes) in publicly-traded equity securities of both U.S. and non-U.S. companies principally engaged in the production, exploration or discovery, or distribution of energy including the research and development or production of alternative energy sources. It will invest in companies economically tied to U.S. and to foreign countries, including, potentially, companies domiciled or traded in emerging markets.

Market Cap

The average market capitalization across the Guinness Atkinson Global Energy MF is 159.41B. The market cap for tickers in the group ranges from 35.57B to 461.22B. XOM holds the highest valuation in this group at 461.22B. The lowest valued company is FANG at 35.57B.

Volume

The average weekly volume growth across all stocks in the Guinness Atkinson Global Energy MF was -10%. For the same stocks of the MF, the average monthly volume growth was -42% and the average quarterly volume growth was -51%

Fundamental Analysis Ratings

The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows

Valuation Rating: 63
P/E Growth Rating: 50
Price Growth Rating: 53
SMR Rating: 49
Profit Risk Rating: 19
Seasonality Score: 39 (-100 ... +100)
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A.I. Advisor
published General Information

General Information

Category Energy

Profile
Fundamentals
Details
Category
Equity Energy
Address
Fidelity Puritan TrustSuite 750Woodland Hills
Phone
N/A
Web
www.gafunds.com
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GAGEX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, GAGEX has been closely correlated with FIKAX. These tickers have moved in lockstep 95% of the time. This A.I.-generated data suggests there is a high statistical probability that if GAGEX jumps, then FIKAX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To GAGEX
1D Price
Change %
GAGEX100%
-0.04%
FIKAX - GAGEX
95%
Closely correlated
+0.06%
FSENX - GAGEX
93%
Closely correlated
+0.05%
VENAX - GAGEX
93%
Closely correlated
+0.03%
VGENX - GAGEX
74%
Closely correlated
N/A
VGELX - GAGEX
74%
Closely correlated
N/A